The 5 to 6 years before you stop working and the 5 to 6 years right after you retire is the time you cannot afford to lose money.

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Accumulating your money is the easy part.  You are looking for the best rate of return that matches your risk tolerance.  As you get closer to retirement, the Rules of Retirement Change.  You are no longer looking for the best rate of return, but rather, you are looking for the stability of income.  

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A balanced approach between risk and reward will give you the peace of mind and enable you to live the retirement lifestyle you deserve.

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We offer the following safe money solutions to help you keep a portion of your money safe:

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• Immediate Annuities

• Fixed Annuities

• Fixed Index Annuities

• Longevity Annuities

• Cash Value Life Insurance Savings Plan

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